SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$6.93M
3
+$5.11M
4
FOXO
FOXO TECHNOLOGIES INC A
FOXO
+$4.23M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$3.72M

Top Sells

1
+$17.4M
2
+$7.58M
3
+$5.01M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.55M
5
DWIN.U
Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant
DWIN.U
+$4.39M

Sector Composition

1 Financials 11.25%
2 Technology 11.11%
3 Healthcare 9.15%
4 Consumer Discretionary 5.71%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$128K 0.01%
+57
877
$127K 0.01%
135,006
-18,805
878
$126K 0.01%
12,783
-279
879
$124K 0.01%
12,490
-1,500
880
$124K 0.01%
12,550
-1,340
881
$123K 0.01%
12,450
882
$122K 0.01%
12,262
-7,373
883
$119K 0.01%
11,374
-6,001
884
$119K 0.01%
+12,000
885
$119K 0.01%
11,800
-1,500
886
$117K 0.01%
13,690
+1,000
887
$114K 0.01%
+12,494
888
$114K 0.01%
11,300
889
$113K 0.01%
13,222
890
$113K 0.01%
+11,133
891
$111K 0.01%
11,382
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892
$111K 0.01%
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893
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10,963
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894
$106K 0.01%
1,932
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895
$106K 0.01%
10,740
-1,000
896
$106K 0.01%
10,700
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897
$103K 0.01%
10,312
-24,828
898
$101K 0.01%
41,904
-7,220
899
$98K 0.01%
+10,000
900
$78K 0.01%
22,410
+8,318
34 35
36
37 38